Daily Notes

Langton Capital – 2022-05-20 – Consumer confidence, Young & Co, delivery, inflation & more:

Langton Capital – 2022-05-19 – YNGA (f/year), MAB & MARS, Gym group, Time Out, Fever Tree etc.:

Langton Capital – 2022-05-19 – YNGA (f/year), MAB & MARS, Gym group, Time Out, Fever Tree etc.:

Langton Capital – 2022-05-18 – M&B H1 numbers, Marston’s H1, Premier Foods, labour issues etc.:

Langton Capital – 2022-05-18 – M&B H1 numbers, Marston’s H1, Premier Foods, labour issues etc.:

Langton Capital – 2022-05-17 – April Tracker, wage costs, C&C, Britvic, Shaftesbury, footfall, JDW etc.:

Langton Capital – 2022-05-17 – April Tracker, wage costs, C&C, Britvic, Shaftesbury, footfall, JDW etc.:

Langton Capital – 2022-05-16 – Gregg’s, wealth effect, trading, inflation, discounts, fish & chips etc.:

Langton Capital – 2022-05-16 – Gregg’s, wealth effect, trading, inflation, discounts, fish & chips etc.:

Langton Capital – 2022-05-13 – Surveys & stats, Adnams, the consumer, Gregg’s, EasyHotel etc.:

Langton Capital – 2022-05-13 – Surveys & stats, Adnams, the consumer, Gregg’s, EasyHotel etc.:

Langton Capital – 2022-05-12 – Coca Cola HBC, Various Eateries, surveys & stats, WFH, catering etc.:

Langton Capital – 2022-05-12 – Coca Cola HBC, Various Eateries, surveys & stats, WFH, catering etc.:

Langton Capital – 2022-05-11 – PREMIUM – Compass Group, TUI, Hostelworld, business & consumer confidence etc.:

Langton Capital – 2022-05-11 – Compass Group, TUI, Hostelworld, business & consumer confidence etc.:

Langton Capital – 2022-05-11 – Compass Group, TUI, Hostelworld, business & consumer confidence etc.:

Langton Capital – 2022-05-10 – PREMIUM – Confidence, prices, consumer spending, footfall, McColl’s, Cineworld etc.:

Langton Capital – 2022-05-10 – Confidence, prices, consumer spending, footfall, McColl’s, Cineworld etc.:

Langton Capital – 2022-05-10 – Confidence, prices, consumer spending, footfall, McColl’s, Cineworld etc.:

Langton Capital – 2022-05-09 – Footfall, sales, WFH, property mergers, McColl, flight shortages etc.:

Langton Capital – 2022-05-09 – Footfall, sales, WFH, property mergers, McColl, flight shortages etc.:

Langton Capital – 2022-05-09 – Footfall, sales, WFH, property mergers, McColl, flight shortages etc.:

Langton Capital – 2022-05-09 – Footfall, sales, WFH, property mergers, McColl, flight shortages etc.:

Langton Capital – 2022-05-06 – Intercontinental, discounting, stagflation, services output, US Q1s etc.:

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